Difference between revisions of "Contact Methods"

From Charitylog Manual
Jump to: navigation, search
m (Rob Kay moved page Communication Methods to Contact Methods)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Communication Methods'''''
 
  
 
[[File:CM_1.png|border]]
 
[[File:CM_1.png|border]]
  
  
The list of Communication Methods is used for drop-down boxes on the Record a Contact screen (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field.
+
The list of Communication Methods is used for drop-down boxes on the [[Record a Contact]] screen (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field.
 
 
 
 
__TOC__
 
 
 
  
  

Revision as of 15:48, 18 April 2018

Helpheader small.png

File:CM 1.png


The list of Communication Methods is used for drop-down boxes on the Record a Contact screen (Contact Method and Response Method). It is also used in Clubs and Clinics if the club/clinic/group is set to save completed attendances into the client's History, and on organisation/person Details screens for the "Preferred Method Of Communication" field.


Creating/editing Communication Methods

Clicking on the menu item will show you all the Communication Methods set up on your system. Click the "Create New Method" button to create a new one (or click the name of an existing one to edit it).

File:CM 2.png


You can now enter the following data:

  • Communication Method (name)
  • Is this an email method? - this setting governs whether emails or letters are created to people if this method is selected as their Preferred Method of Communication.
  • Is this a newsletter delivery method? - this setting governs whether this method can be used as a delivery method in the (deprecated) Newsletter Project feature.
  • Display Order
  • Contact In or Contact Out? - there is a special KPI report for this, "Number of Contacts By Contact Method Inwards or Outwards".
  • Active Method? - whether the method is available for use on the system or not.

File:CM 3.png


Reporting Outputs

Information entered against the list of Communication Methods is available in numerous reports and outputs:

  • On Data Extractions as a filter and an output (Preferred Method of Communication)
  • In the KPI Report Designer as a filter (e.g. Contacts By Contact Method, Referrals By Contact Method)
  • In the KPI Report Designer on outputs - most contact-based KPI reports include it, as do the "Full Data Extract Of Contacts" and "Full Data Extract Of Referrals" KPI reports
  • From the Blue Folder Lookup screen as part of Extra Referral Data



Rob Kay - manual author (talk) 14:48, 23 April 2015 (BST)